What is a Data Screen?

If Data Fields are the individual pieces of information, the Data Screen is the organized form that presents them to the user. It is the visual layout for creating, viewing, and editing an Object. As an architect, your goal when designing a screen is to create a logical, intuitive data entry experience that guides the user and improves their productivity.
The Core Relationship: Every Object Type you design must be assigned a Data Screen. This screen dictates the exact layout and fields a user will see when they interact with an Object of that type.

The Design Canvas: Creating and Arranging

Within a 📋 Function’s design canvas, you have complete control over the layout of your screens. The process is simple:
  1. Create a Screen: You can create multiple screens within a single Function.
  2. Add Fields: Drag and drop your custom-created Data Fields from a library panel onto the screen canvas.
  3. Organize the Layout: Arrange fields into a logical order. You can group them into sections to create a clean, easy-to-follow form that matches your business process.
  4. Assign to an Object Type: The final step is linking your designed screen to one or more Object Types.
Screens are reusable. You can create one “Contact Details” screen with fields for name, email, and phone, and then assign that same screen to both your “Lead” and “Customer” Object Types to ensure consistency.
[Guidejar Placeholder: A tutorial showing the creation of a new Screen. The user drags ‘Name’, ‘Email’, and ‘Phone’ fields onto the canvas, arranges them, and then assigns the screen to a ‘Contact’ Object Type.]

Managing Built-in System Fields

Every Data Screen comes with a powerful set of built-in system fields and components. You don’t need to create these; you simply configure their visibility and behavior on the screen layout.

Always-Available System Fields

These fields are fundamental to most work processes and are always available in the screen designer. You can typically toggle whether they are Required for a given Object Type.
  • Start Date & Due Date: The core fields for scheduling and deadlines.
  • Assignee & Supervisor: The primary fields for defining ownership and accountability.
  • Related Users & Related Groups: Fields to tag other stakeholders or teams for visibility.

Optional System Components

These are powerful, built-in features that you can choose to Show or Hide on your Object layout to tailor the user experience.

Description

A prominent rich text block for detailed explanations, instructions, or scope definitions.

Checklist

An interactive to-do list within the Object for breaking down and tracking minor sub-tasks.

Sub-objects

A dedicated section to create, view, and manage nested child Objects.

Object Connection

A designated space to display links to other related Objects across the platform.

Attachments

The area where users can upload and manage files related to the Object.

Live Photo

A mobile-first feature for capturing geo-tagged and time-stamped photos, perfect for on-site verification or acceptance.

What’s Next?

You’ve learned how to create fields, configure their settings, and arrange them on a user-facing screen. Now, let’s look at the fields the system manages automatically.